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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Landaas & Company
4251
Landaas & Company
Wisconsin
$270M +$39.2M +17% 9.38% 68.3% 83 15.66% 3.3
Brown, Lisle/Cummings
4252
Brown, Lisle/Cummings
Rhode Island
$270M +$48.6M +22% 11% 82.3% 581 7.23% 1.7
Mandatum Life Insurance Company
4253
Mandatum Life Insurance Company
Finland
$270M +$29.8M +12% 10.5% 108% 80 12.5% 4.5
Financial Sense Advisors
4254
Financial Sense Advisors
California
$269M +$34.1M +14% 13.3% 152% 119 21.01% 1.4
Triune Financial Partners
4255
Triune Financial Partners
Kansas
$269M +$26.8M +11% 10.3% 66.6% 35 11.43% 1.7
Gemsstock Ltd
4256
Gemsstock Ltd
United Kingdom
$269M +$41.4M +18% 14.2% 162% 15 53.33% 0.6
NovaPoint Capital
4257
NovaPoint Capital
Georgia
$269M +$17.5M +7% 9.93% 94% 147 19.05% 2.6
High Net Worth Advisory Group
4258
High Net Worth Advisory Group
Florida
$269M +$19.7M +8% 9.26% 75.7% 208 15.38% 1.6
Gavilan Investment Partners
4259
Gavilan Investment Partners
California
$269M +$37M +16% 18.2% 113% 14 14.29% 0.9
Tillman Hartley LLC
4260
Tillman Hartley LLC
Colorado
$269M +$26.5M +11% 9.32% 48.7% 77 6.49% 0.9
Oliver Lagore Vanvalin Investment Group
4261
Oliver Lagore Vanvalin Investment Group
Michigan
$269M +$16.4M +6% 9.6% – 916 23.36% 1.2
WR Wealth Planners
4262
WR Wealth Planners
Missouri
$269M +$6.19M +2% 8.62% 22.1% 919 79.54% 1.4
US Financial Advisors
4263
US Financial Advisors
Massachusetts
$268M +$27.7M +12% 8.93% 12.6% 73 4.11% 2.7
Sovereign Investment Advisors
4264
Sovereign Investment Advisors
Arizona
$268M +$13.1M +5% 5.96% 46.6% 36 8.33% 3.1
Access Investment Management
4265
Access Investment Management
Georgia
$268M – – 16.3% – 88 – 0
Prudent Man Advisors
4266
Prudent Man Advisors
Illinois
$268M +$15.9M +6% 10.4% 92.5% 201 13.43% 2.2
PA
4267
PSI Advisors
Florida
$268M +$36.9M +16% 10.1% 65% 912 9.32% 1.8
Ballast Advisors
4268
Ballast Advisors
Minnesota
$268M +$17.1M +7% 10.7% 73.9% 184 11.41% 3.2
MBM Wealth Consultants
4269
MBM Wealth Consultants
Missouri
$268M +$37.7M +16% 8.44% 57.1% 125 30.4% 2.8
MSH Capital Advisors
4270
MSH Capital Advisors
Arizona
$268M +$12.7M +5% 10.3% 77.4% 233 16.31% 1.5
AC
4271
AMS Capital
Brazil
$268M +$177M +196% 13.5% 63.1% 20 35% 0.6
Prosperity Planning
4272
Prosperity Planning
Missouri
$267M +$27.8M +12% 8.35% 43.5% 94 4.26% 2
Trust Company of Oklahoma
4273
Trust Company of Oklahoma
Oklahoma
$267M +$16.3M +6% 12.1% 101% 151 11.92% 5.1
WealthBridge Capital Management
4274
WealthBridge Capital Management
Ohio
$267M +$24.6M +10% 10.4% 89.4% 192 13.02% 3.1
McLean Asset Management
4275
McLean Asset Management
Virginia
$267M +$22.7M +9% 10.2% 69.4% 143 12.59% 2